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Palo Alto Networks

555 hedge funds and large institutions have $8.25B invested in Palo Alto Networks in 2017 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 217 increasing their positions, 182 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 79

19% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 182

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

1% more funds holding

Funds holding: 550555 (+5)

14% less capital invested

Capital invested by funds: $9.64B → $8.25B (-$1.39B)

27.06% less ownership

Funds ownership: 504.4%477.34% (-27%)

43% less call options, than puts

Call options by funds: $299M | Put options by funds: $524M

Holders
555
Holders Change
+5
Holders Change %
+0.91%
% of All Funds
13.82%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.45%
New
95
Increased
217
Reduced
182
Closed
79
Calls
$299M
Puts
$524M
Net Calls
-$225M
Net Calls Change
-$31.1M
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
526
Global Retirement Partners
California
$7K -$5.9K -264 -41%
CHP
527
Cable Hill Partners
Oregon
$7K
CFA
528
Carroll Financial Associates
North Carolina
$7K +$9.39K +420 New
Acadian Asset Management
529
Acadian Asset Management
Massachusetts
$6K -$91.2K -4,080 -93%
BIG
530
Bellwether Investment Group
Tennessee
$6K -$2.95K -132 -28%
ANBT
531
American National Bank & Trust
Texas
$6K
BWP
532
Baldwin Wealth Partners
Massachusetts
$6K
BWM
533
Baystate Wealth Management
Massachusetts
$6K
SAM
534
Shamrock Asset Management
Texas
$6K +$6.71K +300 New
CCM
535
Cribstone Capital Management
Maine
$6K +$7.11K +318 New
EA
536
Edge Advisors
Georgia
$6K +$7.78K +348 New
Walleye Trading
537
Walleye Trading
New York
$5.27K -$5.01M -224,088 -44%
GWM
538
Geneos Wealth Management
Colorado
$5K -$14.6K -654 -68%
AAP
539
Arax Advisory Partners
Colorado
$4K
HR
540
Howe & Rusling
New York
$4K
PWM
541
Perigon Wealth Management
California
$4K +$1.48K +66 +46%
EWM
542
Evercore Wealth Management
New York
$3K -$42.9K -1,920 -92%
WIM
543
Westside Investment Management
California
$2.7K
EFSCE
544
Enterprise Financial Services Corp (EFSC)
Missouri
$2K
WAM
545
Wealthspire Advisors (Maryland)
Maryland
$1K -$330K -14,742 -100%
TWA
546
TCI Wealth Advisors
Arizona
$1K -$12.9K -576 -91%
IP
547
Intellectus Partners
California
$1K
QI
548
QS Investors
New York
$1K
1832 Asset Management
549
1832 Asset Management
Ontario, Canada
$1K +$1.21K +54 New
WA
550
WealthTrust-Arizona
Arizona
$1K +$1.34K +60 New

PANW Hedge Fund Activity: Q1 2017 in Review

555 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q1 2017, worth a combined $8.25B — down 14% from $9.64B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new PANW positions and 79 closed out — a net gain of 16 holders — while 217 added to existing stakes and 182 trimmed.

The largest buyer was BlackRock, adding an estimated $565M. The largest seller was T. Rowe Price Associates, cutting an estimated $337M.

  • 555 institutional investors held Palo Alto Networks (PANW) as of Q1 2017, up from 550 in Q4 2016.
  • Funds reported $8.25B of Palo Alto Networks stock for Q1 2017, down 14% quarter-over-quarter.
  • 95 funds opened new Palo Alto Networks positions in Q1 2017 and 79 closed out, a net change of +16 holders.
  • The largest Palo Alto Networks buyer in Q1 2017 was BlackRock, an estimated $565M added.
  • The largest Palo Alto Networks seller in Q1 2017 was T. Rowe Price Associates, an estimated $337M sold.

Based on aggregated 13F filings for Q1 2017.